Sarah Lynn Gerhard

Current Employers

Avantax Planning Partners, Inc.

210 Jones St Ste. 104, Dubuque, IA 52001 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2017-06-01

MN RA
APPROVED

Since 2017-06-01

Branch Locations

1295 Hwy 15 S., Fairmount, MN 56031 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Avantax Planning Partners, Inc.	Dubuque	IA	05/2017	Present
Erpelding, Voight & Co., Llp	Algona	IA	08/2011	Present

05/2017 → Present

Avantax Planning Partners, Inc.

Dubuque, IA
08/2011 → Present

Erpelding, Voight & Co., Llp

Algona, IA

Other Businesses

1) ERPELDING, VOIGT & CO., LLP POSITION: Partner NATURE: Partner in the CPA partnership INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/01/2011 ADDRESS: 1295 Hwy 15 South, Fairmont MN 56031, United States DESCRIPTION: Review tax returns, meet with clients

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-10-01

S65 Uniform Investment Adviser Law Examination

2016-10-01

Other Names

Sarah Lynn Storm

View on SEC IAPD

Current Employers

Avantax Planning Partners, Inc.

Disclosures

Employment History

Other Businesses

Exams

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